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Transcript

Hi, I鈥檓 Serge St Felix, and today I鈥檒l show you how you can use data mappings in Salesforce with Acrobat Sign. So let鈥檚 get started.

So what are data mappings? Well, data mappings is when you want to take an agreement from Acrobat Sign and update Salesforce. So here I have a simple non-disclosure agreement. I have some fields where I want the individual to update with their first and last name and then sign the agreement. So the first thing I鈥檒l do is, I鈥檓 going to take this agreement and bring it into Acrobat Sign and create a reusable template, specifically for data mappings. So here I am in Acrobat Sign, I鈥檒l go ahead and click on create a usable template, and then I will go ahead and add this file to my library.

So here I鈥檒l find the actual agreement, I鈥檒l select update, actually let me add a different file, this is the one that I want, and then we鈥檒l go ahead and give this a different name. We鈥檒l call this Altura NDA Data Mapping.

We鈥檒l go ahead and click on preview and add fields, and what Acrobat Sign is going to do is it鈥檚 going to scan this document and prepare it for signature. Now before, you鈥檒l notice this blue text box here where it allows you to place some fields. This is being driven by 51黑料不打烊 AI technology, 51黑料不打烊 Sensei, where it鈥檚 automatically identified fields that I can use within this document, makes preparing this document much easier. So I鈥檒l go ahead and double click on this first field, we鈥檒l call it First Name, I want to make this a required field, and then I鈥檒l go ahead and click on this next field, we鈥檒l call it Last Name.

And I will also make this required because what I want to make sure is that the individual enters their first and last name before signing this agreement. So everything looks good to go, I鈥檒l double check to make sure that my signature is selected to my first participant, and I鈥檒l click save.

So now that I have my reusable template ready, I鈥檒l go into Salesforce and I鈥檒l create my data mapping, then I鈥檒l create my template.

So here I am in Salesforce, and the first place I鈥檒l go, under the 51黑料不打烊 Sign for Salesforce app is data mappings. And here I鈥檒l create a new data map.

And so we鈥檒l call this data mapping Acrobat Signed to Salesforce, because again, we are taking data from the agreement and we鈥檙e going to update our Salesforce record.

So I鈥檒l go ahead and click on add mapping, and here, Salesforce is asking me which object do I want to update. So I鈥檒l select the selected object link and then I want to select recipient, which is under the contact object. Now, don鈥檛 be tempted to add anything in this dropdown, just click select and the next you鈥檒l be prompted to select which field to update. This is where you want to look for the first name field, and then as far as Acrobat Sign is concerned, here it鈥檒l say where is the data coming from? Keep this selected as EchoSign Form Field. But then under what is the value of the data, this is where you鈥檙e going to add first name. Let鈥檚 rinse, repeat, and add another mapping. Again, we want to use the contact object, and so under recipient, that鈥檚 where you鈥檒l have the contact object, we鈥檒l click select, and then we鈥檙e going to look for the Last Name field.

Then over here we鈥檒l go ahead and add Last Name.

So now that my mappings are complete, I鈥檒l click save, and then the last thing I need to do is create an actual agreement.

So I鈥檒l go under agreement templates, I鈥檓 going to select new agreement template, and then we鈥檒l go ahead and give this a name.

We鈥檒l call this Data Map, we鈥檒l click save, and then we鈥檒l go ahead and add some configuration.

So on this first area under template details I want to use the contact object, so I鈥檒l go ahead and type in contact and I鈥檒l search for it, and there鈥檚 my contact object. Under attachments, I want to go ahead and use the actual agreement that I just created while the actual reusable template that I鈥檝e just created in Acrobat Sign.

So we鈥檒l go ahead and look for that, and then there is my Altura NDA Data Mapping.

Again, we鈥檙e going to skip recipients because I want to be able to select whichever recipient that I want to send this agreement to. So we鈥檒l go over to Data Map.

And under data mapping I will go ahead and select Acrobat Sign to Salesforce. I鈥檒l click save, and now my template is completed. I鈥檓 ready to actually send out this agreement to my recipient. So I鈥檒l go over to my Salesforce picker and I鈥檒l select, I will type in contacts, and then we鈥檙e going to use Stacy Pak. Now notice her first and last name, we鈥檙e going to update this name to Stacy L Pak. So I鈥檒l go ahead and select her, and then we will send Stacy the data mapping agreement.

And then once the data mapping agreement comes up I can add her email as one of my contacts, and then right here I鈥檓 going to go check preview and add signature fields so you can see what the agreement looks like within Salesforce. So at this point Salesforce is going now into Acrobat Sign so you can preview the agreement. And here鈥檚 the agreement. Here鈥檚 my first and last name fields. I have my signature field, I鈥檓 ready to send this out. So we鈥檒l go ahead and click send. I鈥檒l click okay, and then we鈥檒l go over to my tablet here, and let鈥檚 take a look at the actual agreement.

So here鈥檚 the agreement.

We鈥檙e going to click on review and sign. This will open up in a web browser, and now I have the opportunity to start the agreement. So here I鈥檓 prompted to enter in my first name and we鈥檒l put Stacy L, and then we鈥檒l put in Stacy鈥檚 last name. We鈥檒l scroll down, we鈥檒l go ahead and sign, and we鈥檒l go ahead and type in Stacy鈥檚 name.

And that鈥檚 all there is. We鈥檒l click apply, click finish, and we鈥檒l tap to sign.

So now that the agreement is done, let鈥檚 go back into Salesforce to see if Stacy鈥檚 name was updated.

So now that in Salesforce, we鈥檒l go to my picker, we鈥檒l go ahead and click on contacts or type in contacts, and there you see Stacy L Pak instead of Stacy Pak.

So this is how you can use data mappings from Salesforce with Acrobat Sign when you want to use the data from the agreement to update the Salesforce record. I hope this was helpful, thanks for watching. -